Subscribe

Wells Fargo duo moves to HighTower

Buffalo, N.Y.-based two-person team manages $175 million.

A two-person Buffalo, N.Y., team that managed $175 million in assets while affiliated with the Wells Fargo Advisors Financial Network (FiNet) has moved to HighTower.

Thomas Volpini and Derek Bock, whose team was known as National Wealth Management at Wells Fargo, will now operate as HighTower Buffalo.

Before co-founding National Wealth Management in 2003, Mr. Volpini was a vice president and senior financial adviser at Fleet Bank. He started his securities industry career in 1986 at First Investors Corp.

Mr. Bock began his career in 1999 at PaineWebber and worked with Mr. Volpini at Quick & Reilly from 2002 to 2003, when he left to form National Wealth Management.

Related Topics: ,

Learn more about reprints and licensing for this article.

Recent Articles by Author

Meet the fastest-growing financial firms

Who made it to America’s list of fast-growing employers? Find out in this report.

Bridging the generational divide in finance

With younger generations entering the arena, it’s vital to know how to connect with them.

Fiduciary commitment should be table stakes

Speed and nature of new DOL rule has left many in the insurance industry fuming, losing sight of the impact on ordinary investors

Cresset adds two J.P. Morgan teams overseeing $5B

The two groups were among several former First Republic teams whose exits from J.P. Morgan were announced Friday.

Ascensus buying Vanguard small-business retirement offerings

The company is acquiring the Individual 401(k), Multi-SEP, and SIMPLE IRA plan businesses from Vanguard.

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print